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Feature Article

Beyond the COVID-19 Crisis: Danger And Opportunity

By Roger S. Conrad on Mar. 10, 2020

Wall Street thrives and relies on numbers. Anything that’s measurable and helps forecast investment value is eventually used in formulas and algorithms.

COVID-19’s global spread, however, has confronted stock market analysts with a unique challenge. The virus’ unique characteristics—especially the 14-day incubation period—have made it problematic for medical professionals to accurately forecast and adequately prepare for.

Dividend Risk: Three Expected Cuts

By Roger S. Conrad on Mar. 10, 2020

Calendar Q4 earnings results are almost all in for the nearly 200 essential services companies in our Utility Report Card coverage universe.

Takeaway one: Except for the handful of weaklings headed for bankruptcy like Frontier Communications (NYSE: FTR), most are thriving and dividends are safe.

Verizon Communications: Steady Growth at the Top of Telecom

By Roger S. Conrad on Mar. 10, 2020

Verizon Communications (NYSE: VZ) expects its revenue growth to accelerate to “mid single digits” in 2020 from last year’s 0.8 percent. That’s based on three drivers.

First is continuing Q4’s favorable trends in wireless and broadband customer additions. The second is accelerating growth in business revenue, as advanced services adoption speeds up with 5-G. And the third is stabilized media services sales, following recent streamlining.

AGL Energy: Still Dominant, Decidedly Unloved

By Roger S. Conrad on Mar. 10, 2020

It’s been a difficult couple of years for AGL Energy (ASX: AGL, OTC: AGLXY), Australia’s largest power producer and electricity retailer.

First came the National/Liberal Party federal government’s aggressive reaction to rising prices for natural gas and electricity—a trend AGL had correctly bet on that resulted from a dramatic increase in the country’s LNG exports.

Some Buys Emerge But Valuations Still High

By Roger S. Conrad on Mar. 10, 2020

A sharp run up to new all-time highs, followed by a steep one-week plunge that’s leveled off for now between the high and low: That’s where the Dow Jones Utility Average has travelled since the February issue posted.

China Mobile: Building 5-G

By Roger S. Conrad on Feb. 10, 2020

Aggressive Holding China Mobile (Hong Kong: 941, NYSE: CHL) was our worst performing stock last year. But China’s largest communications company looks set to deliver much stronger returns going forward.

Comcast Corp: Business Model on Target

By Roger S. Conrad on Feb. 10, 2020

Intense competition, hefty capital spending needs and erratic regulation have made the communications sector an investment minefield. But Conservative Holding Comcast Corp (NSDQ: CMCSA) remains a model of consistency, adding new business while growing cash flow and dividends.

Bellwethers: Informing Strategy with Earnings

By Roger S. Conrad on Feb. 10, 2020

n the early stages of a bull market, it doesn’t matter so much when you buy but what. The key is load up on high quality stocks that are weathering the relevant economic and sector stress test.

Dividend Risk: Concentrated in Telecom

By Roger S. Conrad on Feb. 10, 2020

Energy pipelines are the highest yielding sector in our Utility Report Card coverage universe. Ironically, after a five-year bear market, dividend risk is actually quite low for the handful of companies and master limited partnerships we track.

Four Difference Makers to Bet on in 2020

By Roger S. Conrad on Feb. 10, 2020

So far this year, utility stocks have picked up where they left off 2019. The Dow Jones Utility Average gained 6.8 percent in January, its best performance for the year’s opening month since 2000.



Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b